Chapters
00:00 Hotter inflation pressures the stock market
02:00 Why semiconductor stocks are under pressure
05:51 Why consumers are still spending
08:44 Can Under Armour turn itself around?
11:14 Is Nike quietly improving again?
15:28 Why food inflation keeps rising
20:48 Why Wall Street remains bullish on stocks
29:24 Amazon’s new 30-minute delivery push
34:58 El Pollo Loco sees resilient consumers
42:00 Why outdoor living spending remains strong
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